JPMorgan Chase
JPM
3,603 hedge funds and large institutions have $268B invested in JPMorgan Chase in 2023 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 1,647 increasing their positions, 1,437 reducing their positions, and 139 closing their positions.
37% more first-time investments, than exits
New positions opened: 191 | Existing positions closed: 139
15% more repeat investments, than reductions
Existing positions increased: 1,647 | Existing positions reduced: 1,437
0.69% more ownership
Funds ownership: 70.81% → 71.5% (+0.69%)
1% less funds holding
Funds holding: 3,622 → 3,603 (-19)
4% less capital invested
Capital invested by funds: $280B → $268B (-$12.5B)
11% less call options, than puts
Call options by funds: $7.42B | Put options by funds: $8.3B
17% less funds holding in top 10
Funds holding in top 10: 534 → 445 (-89)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$856M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$621M |
| 3 |
Goldman Sachs
New York
|
+$398M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$313M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$283M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.72B |
| 2 |
State Street
Boston,
Massachusetts
|
-$805M |
| 3 |
CSA
Cottage Street Advisors
Marion,
Massachusetts
|
-$557M |
| 4 |
Primecap Management
Pasadena,
California
|
-$436M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$404M |
JPM Hedge Fund Activity: Q1 2023 in Review
3,603 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2023, worth a combined $268B — down 4.4% from $280B a quarter earlier.
Buyers outnumbered sellers: 191 funds opened new JPM positions and 139 closed out — a net gain of 52 holders — while 1,647 added to existing stakes and 1,437 trimmed.
The largest buyer was Bank of America, adding an estimated $856M. The largest seller was Capital World Investors, cutting an estimated $1.72B.
- 3,603 institutional investors held JPMorgan Chase (JPM) as of Q1 2023, down from 3,622 in Q4 2022.
- Funds reported $268B of JPMorgan Chase stock for Q1 2023, down 4.4% quarter-over-quarter.
- 191 funds opened new JPMorgan Chase positions in Q1 2023 and 139 closed out, a net change of +52 holders.
- The largest JPMorgan Chase buyer in Q1 2023 was Bank of America, an estimated $856M added.
- The largest JPMorgan Chase seller in Q1 2023 was Capital World Investors, an estimated $1.72B sold.
Based on aggregated 13F filings for Q1 2023.